+27.4%
SBUX vs TE
-52.9%
+80.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.5% |
| 7D | -5.5% | +0.2% | -5.7% | -5.5% |
| 30D | -8.5% | -5.9% | -2.5% | -8.3% |
| 3M | -2.9% | -45.6% | +42.7% | -0.6% |
| 6M | -1.5% | -43.4% | +41.8% | -0.9% |
| YTD | +19.4% | -31.0% | +50.4% | +17.4% |
| 1Y | +22.9% | +145.2% | -122.3% | +6.8% |
| 3Y | +11.3% | -24.1% | +35.3% | +0.5% |
| 5Y | -6.9% | -48.1% | +41.3% | -15.4% |
| All | +27.4% | -52.9% | +80.2% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling